See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,048 | $57,281-31.8% | $86,612-54.9% | $75,163-48.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 26.86% | 2670.75%-2643.9pp | 591.07%-564.2pp | 160.62%-133.8pp |
| Employer contribution / active EE | $5,554 | $2,314+140.0% | $3,022+83.8% | $2,670+108.0% |
| Participant deferral / active EE | $7,318 | $3,318+120.6% | $4,438+64.9% | $4,125+77.4% |
| Admin fee / account holder | $4,101 | $4,112-0.3% | $5,614-27.0% | $5,651-27.4% |